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RocketPhone.ai Mobile Voice and Conversation Intelligence for Salesforce

Capture every conversation and turn it into trusted Salesforce action

Overview

RocketPhone.ai captures mobile, voice and video conversations, then turns them into structured Salesforce data, workflows and Agentforce-ready actions in real time.

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See How RocketPhone.ai Mobile Voice and Conversation Intelligence for Salesforce Works

  • Real-time transcription of voice, cell and video conversations directly inside Salesforce

  • AI-generated conversation summaries automatically written back to Salesforce records

  • Bookmarks to capture key moments in conversations as Salesforce objects

  • Conversation-driven Salesforce automation, triggering Flows, tasks and alerts in real time

  • RocketForms for automatic population of Salesforce objects and fields from conversations

  • Salesforce Voice and Agentforce Voice Ready

  • Native Salesforce UI, with insights surfaced where users already work

  • Give Agentforce trusted, structured conversation signal to act on

  • Enterprise-grade security and control, built for regulated Salesforce environments

RocketPhone.ai is a conversation intelligence platform built for Salesforce. It captures conversations across RocketCell mobile, softphone, contact centre, voice and video, then turns them into structured Salesforce signal in real time. Instead of stopping at recordings, transcripts or summaries, RocketPhone writes next steps, risks, commitments and key moments back to Salesforce as usable data. Bookmarks and RocketForm create or update records, trigger Flows, tasks and alerts, and give Agentforce the context it needs to act with confidence. Use RocketPhone alongside existing telephony or as a complete voice solution with Salesforce Voice.

Categories

Business Needs
Analytics
Sales Intelligence
Telephony
Industries
Energy
Financial Services
High Tech
Personas
Administrator
Sales Representative / Manager
Service Agent / Supervisor
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Person Accounts
Managed Package